Business Owners

Helping you manage personal wealth allowing you to focus on your business.

Find a Financial Professional

Running a successful business takes hard work and dedication. The same can be said for managing your own personal wealth. At Key Private Bank, our team includes financial advisors who specialize in serving business owners, helping them manage their wealth while meeting their unique challenges and needs.

Your Life

The demands of operating a business often cause business owners to put off important personal wealth management issues. Yet implementing some basic planning strategies can help you make sound decisions for you, your family and employees, plus maximize the value of your business when you are ready to sell.

Your Plan

These questions can help you start thinking through what you need for a solid financial plan.

  1. How much wealth do you want/need to retire or meet your personal, financial goals?
  2. Are you willing to make gifts of interest in the family business to your children, or trusts for their benefit, if you can maintain management control?
  3. Are you and your spouse in agreement as to the ultimate disposition of the family business?
  4. Are you planning to keep the business in the family?
  5. When you retire, do you still want to retain some control over the business?
  6. If you die unexpectedly or become disabled, will your family have sufficient liquid resources to hire someone to replace you and provide adequate ongoing capitalization?
  7. If you have multiple owners, is there a buy-sell agreement in place that provides for a reasonable valuation for the business and terms of payment if the business is sold?

Our Approach

At Key Private Bank, we’ll work with you to develop a financial plan that guides you in addressing all of the questions above – and much more. We understand that a financial plan is so much more than getting a return on your investment: It’s bringing together your goals and aspirations with the reality of your life, market forces and business operations.

Access Our Expertise and Insights

Browse our resources and articles below to learn more about the latest trends that could impact your wealth management as a business owner.

two men overlooking a factory floor
Business Insurance Costs and Losses May be Deductible
couple using computer
Our Insights
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Managing Your Business

Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA). 

Key Private Bank is the marketing name through which KeyBank National Association (KeyBank) provides a range of financial products and solutions.

KeyBank and its affiliates do not provide tax or legal advice. Individuals should consult their personal tax advisor or attorney before making any tax-related investment decisions.

Banking products and services are provided by KeyBank, Member FDIC. Trust and certain custody and investment management products are provided by KeyBank, a national bank with fiduciary powers. KeyBank is an Equal Housing Lender. All loans provided by KeyBank are subject to underwriting, credit, and collateral approval, in addition to origination or other transaction fees. Financing availability may vary by state. Restrictions may apply NMLS ID 399797.

Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses. 

Investment products and services are:

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY